Schwab Announces Platform Enhancements Including MCP Server to Connect Clients’ AI Platforms With Their Schwab Accounts | Charles Schwab

Official source · Charles Schwab · announcement · retrieved 2026-11-12 · open the original

Summary

Schwab MCP Server pilot (Claude): account data, research, and for thinkorswim-enabled accounts prepare/place/manage trades ‘with the client in-the-loop’.

Short quotes

with the client in-the-loop

Notes

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